Telephone Research Specialists

Multilingual, sector-specific & worldwide

Finance

  • End Client: Provider of Financial Market Data
  • Research Area: Credit Default Swaps
  • Methodology: CATI
  • Sector: Finance
  • Respondents: Respondent quotas were split into Front Office and Middle/Back Office, and respondents included CDS Traders, Head of Desk, Risk Managers, Senior Analysts and Valuation Specialists.
  • Sample Size: 500
  • LOI: 20 minutes
  • Days in Field: 25
  • Markets: Argentina, Australia, Austria, Bahrain, Belgium, Bolivia, Brazil, Chile, China, Croatia, Czech Republic, France, Germany, Greece, Hong Kong, Hungary, India, Italy, Japan, Kazakhstan, Kuwait, Lebanon, Mexico, Netherlands, Nigeria, Portugal, Russia, Saudi Arabia, Serbia, Singapore, South Africa, Spain, Sweden, Switzerland, Taiwan, Turkey, United Arab Emirates, United Kingdom, and United States.
  • Additional Notes: Client’s feedback: “We chose Pexel as our market research partner in a major financial markets consultancy project we were undertaking because of all the many companies we approached, large and small, Pexel immediately understood the specific nature of the research we needed them to conduct. They had a demonstrable interest in and knowledge of the subject matter, were both proactive and responsive and prepared to challenge assumptions for the betterment of the overall project. The work they did was exemplary and contributed greatly to the end client’s satisfaction with the project. We are already using them again for another project and see them being our market research go-to house for the long-term. We could not recommend Pexel more highly.”
  • End Client: Insurance Broker
  • Research Area: State of the market for Risk Management and attitudes towards it among European financial institutions
  • Methodology: CATI
  • Sector: Finance
  • Respondents: Chief Risk Offices, CFOs, Heads of Risk – all from large financial institutions
  • Sample Size: 125
  • LOI: 20 minutes
  • Days in Field: 25
  • Markets: Belgium, Netherlands, Luxembourg, France, Germany, UK, Italy, Spain, Norway, Denmark, Sweden, Finland, South Africa, United Emirates
  • End Client: Savings and Investments Business
  • Research Area: Evaluation of the impact of a mailing to customers regarding pensions.
  • Methodology: CATI
  • Sector: Finance
  • Respondents: Customers with-profit pensions
  • Sample Size: 400
  • LOI: 10 Minutes
  • Days in Field: 6
  • Markets: UK
  • Additional Notes: Commissioning client (Banking group Director of Customer Insight) emailed our client: “I’ve never had to turn around a quant project so quickly. […] Very very impressive – all delivered to a high standard. […] I was very impressed with the quality of interviews and interviewers – well briefed, professional and knowledgeable. It’s always a ‘leap in the dark’ going to listen to live calls on the 1st day and they are unquestionably the best I’ve seen. Particularly good considering the nature and sensitivity of the task they had.”
  • End Client: Global stock market index-provider
  • Research Area: Brand awareness (annual) tracker to obtain feedback on the main indices providers used in their job, whether they use their competitors and what their perceptions are of the different index-providers.
  • Methodology: CATI
  • Sector: Finance
  • Respondents: Chief Investment Officer (CIO), Fund or Asset Manager, Pension Fund Trustee/Pension Plan Sponsor, Actuarial Consultant, Analyst, Trader, Marketing Manager/Director, Product Manager/Director, Market Data Specialist/Buyer
  • Sample Size – typically 1500-2000 per year
  • LOI: 20 minutes
  • Days in Field: 25
  • Markets – Australia, Belgium, Canada, Denmark, Finland, France, Germany, Greece, Hong Kong, Ireland, Italy, Japan, Malaysia, Netherlands, Norway, Singapore, South Africa, South Korea, Spain, Sweden, Taiwan, UK, USA
  • End Client: Insurance Company
  • Research Area: Brand Awareness
  • Methodology: CATI
  • Sector: Finance
  • Respondents: Insurance Brokers and End-Users
  • Sample Size: 1140
  • LOI: 15-30 Minutes
  • Days in Field: 40 days
  • Markets: Canada, Denmark, Latvia, Lithuania, Sweden
  • Additional Notes: A sub-segment of respondents also had to go online during interviews to view visual stimulus.
  • End Client: Savings and Investments Business
  • Research Area: Customer Needs Survey on Annual Statements
  • Methodology: CATI
  • Sector: Finance
  • Respondents: Customers with a pension, bond or other specific investments
  • Sample Size: 975
  • LOI: 20 Minutes
  • Days in Field: 20 days
  • Markets: UK
  • Additional Notes: This survey followed qualitative workshops the client held to gauge customers’ needs, expectations and preferences regarding their Annual Statement. The survey was used then used as a second stage of research, to measure reactions to mock-up statements.
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